"Together, We're Better"

Western States Association of Tax Administrators

Scottsdale, Arizona
September 25, 2016 - September 28, 2016

Attendee Resources

Brought to you by:

FAST Enterprises
RSI, Incorporated

With additional support from:


September 25 - September 28, 2016 at the Scottsdale Resort at McCormick Ranch

Conference Schedule

Confirmed Speakers

Jim Lane
Mayor of Scottsdale, Opening Speaker
Gale Garriott
Executive Director, Federation of Tax Administrators
Marcus Glasper
Deputy Director, Washington State Department of Revenue
Glenn Hegar
Texas Comptroller of Public Accounts
Billy Hamilton
State Tax Notes Columnist & Former Deputy Comptroller, Texas Comptroller of Public Accounts
Dennis Hoffman
Director, Seidman Research Institute, and Economics Professor, Carey School of Business, Arizona State University
Joe Huddleston
E&Y
Mike Kadas
Director, Montana Department of Revenue
Doug Lindholm
Executive Director, COST
Demesia Pedilla
Commissioner, New Mexico Department of Revenue
John Swain
Chester H. Smith Professor of Law, University of Arizona Law School
Marshall Stranburg
Deputy Director, Multistate Tax Commission
John Valentine
Chair, Utah Tax Commission
Dirk Giseburt
Davis Wright Tremain LLP
Susan Maples
Taxpayer's Rights Advocate's Office, California Franchise Tax Board

Schedule at a Glance

Sunday, September 25, 2016
2:00-5:30 PM Registraion (Papago I & II)
5:30-7:30 PM Opening Reception (Paradise Park Lawn)
Monday, September 26, 2016
7:30 AM-4:30 PM Registraion (Papago I & II)
7:30-8:30 AM Commssioner's Breafast & Meeting (Treaty Room)
General Breakfast (Papago I & II)
8:30 AM-12:00 PM General Session (Maricopa I, II, III)
12:00-1:00 PM Lunch Provided (Papago I & II)
1:30-5:00 PM Breakout Sessions
  1. Management (Maricopa I)
  2. Emerging Issues (Apache I)
  3. Solution Series (Apache II)
Dinner on your own Shuttle provided to and from Old Town Scottsdale
Tuesday, September 27, 2016
7:30-8:30 AM Breakfast (Papago I & II)
8:30 AM-12:00 PM General Session (Maricopa I, II, III)
12:00-1:00 PM Lunch Provided (Papago I & II)
1:30-5:00 PM Breakout Sessions
  1. Compliance (Maricopa I)
  2. Property Tax (Pache I)
  3. Legal (Apache II)
6:00-8:00 PM Closing Reception (Bennie's Courtyard & Pueblo Room)
Wednesday, September 28, 2016
7:30-8:30 AM Commissioner's Breakfast & Meeting (Treaty Room)
General Breakfast (Papago I & II)
8:30-11:30 AM General Session (Maricopa)

Event Registration Fees & Deadlines

Registration TypeEarly Rate
Before August 19, 2016
Standard Rate
August 20 - September 20, 2016
Spouse/Guest$120
Government$350.00$400.00
Non-Government$450.00$500.00
Deadlines
August 19Early Registration Ends
September 9Deadline for Checks
September 12Cancellation Deadline
A $50 handling fee will be pulled from the refund
September 20No Refunds or Cancellations

The Scottsdale Resort at McCormick Ranch

Rooms are available at a conference rate until September 2, 2016. To make reservations, call the Scottsdale Resort at McCormick Ranch: 1 (800) 540-0727. Be sure to let them know you are reserving a room under the WSATA block.

TypeNightly RateOnline Registration
Government Professionals$132.50+TaxRegister Online
Industry Professionals$229+TaxRegister Online
*A limited number of rooms are available, so reserve your room today.

Additional Hotel Options

The McCormick Scottsdale

(480) 948-5050

1 mile from the conference hotel

The Scottsdale Plaza Resort

(480) 948-5000

1.5 miles from the conference hotel

The Hilton Scottsdale Resort and Villas

(480) 948-7550

2.5 miles from the conference hotel

Doubletree Paradise Valley Resort

(480) 947-5400

3.5 miles from the conference hotel

Conference Sponsors

The WSATA Conference is made possible thanks to the support of our partners.

If you are interested in partnering with us, please visit TaxConferences.Org.

Thank you to our partners:

Title Partners

FAST Enterprises

Revenue Solutions, Inc.

Gold Partners

ASR Analytics

Intuit, Inc.

H&R Block

Silver Partners

Fairfax Imaging, inc.

ADP, LLC

Nearby Scottsdale, Arizona

Getting Around

The Scottsdale Resort at McCormick Ranch is located about 10 minutes from Scottsdale, Arizona (30 minutes from Phoenix).

The resort offers a shuttle service to several locations within five miles of the resort when available.

Several taxi services are available in both Scottsdale and Phoenix.

Lyft and Uber services also available.

Nearby Attractions

Enjoy nearby Downtown Scottsdale!

Scottsdale, Arizona provides plenty of nearby activites:

Continuing Education Information

If you forgot to turn in your Certificate of Attendance form while at the Conference, but signed the CLE/CPE attendance sheets at the various sessions, please complete the Certificate of Attendance form. Please return your completed form by mail to:

Texas Comptroller of Public Accounts
c/o Chelsea Ray
1700 Congress Ave
Austin, TX 78701

Please be sure to include a self-addressed stamped envelope so that we may return your certificate to you.

CLE/CPE Information

  • Monday’s general session is 3 sixty-minutes hours or 3.5 fifty-minute hours. Tuesday’s general session is 2 sixty-minutes hours or 2.5 fifty-minute hours. Wednesday's general session is 2.25 sixty-minute hours or 2.5 fifty minute hours. The breakout sessions are 3 sixty-minute hours or 3.5 fifty-minute hours. Attendance to all the general sessions and breakout sessions totals 13 hours for a 60-minute hour or 15 hours for a 50-minute hour. Opening remarks and breaks are excluded.
  • Print out this form and bring it with you to the conference along with a self-addressed, stamped envelope. The certificate of attendance form will be available at the registration desk.
  • Before you leave the conference, please complete your certificate of attendance and course evaluation sheets and return them with a self-addressed, stamped envelope to the registration desk.
  • The certificate of attendance will be returned to you as soon as possible. If you require the form sooner, please send an email to Chelsea.Ray@cpa.texas.gov.
  • We are unable to seek approval or accreditation with any state bar or any state board of accountancy, nor can we guarantee that any state bar or board of accountancy will accredit the hours or accept the certificate of attendance. We will document your attendance at the sessions and maintain the material for future reference. After the conference we will sign your certificate of attendance and return a copy to you. We will maintain copies of certificates, the agenda, speaker biographies, and handouts. The agenda, handouts, and biographies will be available on this website.

CLE/CPE Certificate of Attendance

Download the Certificate of Attendace:
Word Document | PDF

  • Course Evaluations for Continuing Education
  • State Tax Merry-Go-Round
  • Building Effective Relations with the Legislature
  • Judicial and Legislative Efforts to Overturn Quill: Where We Are Now
  • Governance and Organizational Change Management – Key Components for Large IT Projects
  • Incorporating Taxpayer Advocates into Departments of Revenue
  • Best Practices in Managing Staff
  • Tax Havens & Worldwide Reporting
  • Who Are You? Efforts to Improve Taxpayer Identification & POAs
  • Hot Trends in SALT Litigation and Legislation
  • Fast Enterprise’s Impact of the Internal Revenue Service Budget Reductions on State Tax Administration
  • RSI’s Leveraging Technologies to Create/Enable more Effective Business Processes
  • Economics in the Western States
  • Active Shooter in the Work Place
  • Tax Matters in the Navajo Nation
  • Sales Suppression Software
  • Innovation in Audits
  • Taxation of Marijuana
  • Property Tax Litigation Update
  • State & Local Property Tax Issues on Tribal Lands
  • FERC Issues in Pipeline Valuations
  • Partnership Tax Issues
  • When is Retroactive Legislation a Solution?
  • Risk of Liability: Compliance/Collection Efforts in Another State
  • Commissioner’s Round Table